The NonProfit Times

OCTOBER 4, 2024

Two former executives of Epsilon Data Management were sentenced to federal prison terms after being convicted of selling targeted lists of U.S. Epsilon resolved its criminal liability in 2021 via a deferred prosecution agreement, paying $150 million in penalties and victim compensation.

Liability 92

Liability Management IT Nonprofit 92

NonProfit PRO

SEPTEMBER 12, 2024

Church Mutual understands your mission and offers the top coverages you need, including management liability and crime coverage, so you can focus on what matters most — serving your community. Protect your nonprofit or human services organization with insurance tailored to your unique needs.

Insurance 52

Insurance Insurance Liability Nonprofit 52

DoJiggy

SEPTEMBER 19, 2024

Managing a nonprofit organization has its unique challenges. Nonprofits demand more from managers, especially when it comes to finances. Nonprofit financial management requires greater transparency and increased contingency planning of your budget. You have more than a few boxes to tick to comply with the IRS and other agencies.

Management 52

Management Finance Budget Nonprofit 52

Get Fully Funded

MAY 4, 2021

You also need a targeted recruiting process, an onboarding process, an orientation, volunteer management practices, and volunteer recognition. Let your volunteers know about your organization’s liability coverage, what it covers and what it does not. Is there a liability release everyone must sign? Is orientation required?

Policy 119

Policy Policies Liability Training 119

Blackbaud

SEPTEMBER 19, 2024

Below, we provide more detail about this document and why it plays such a key role in successful financial management. Managing Investments and Debt: Aids in decisions about purchasing or selling assets and managing debt repayment. How Do Organizations Use the Statement of Cash Flows? What’s Included?

Finance 97

Finance Nonprofit Indirect Utilities 97

Planned Giving

JANUARY 15, 2025

By understanding the intricate advantages of CRTs, individuals can leverage these trusts to minimize tax liabilities while supporting charitable endeavors. Selling these items can result in significant tax liabilities. This can lead to higher tax brackets and increased tax liabilities. What is a Charitable Remainder Trust?

Liability 52

Liability Funding Goals Donation 52

Get Fully Funded

AUGUST 16, 2024

In this guide, we’ll explore the basics of creating and managing a nonprofit COA, starting with three simple steps you can take to develop this document. In this guide, we’ll explore the basics of creating and managing a nonprofit COA, starting with three simple steps you can take to develop this document.

Liability 52

Liability Federal Grants Utilities Nonprofit 52

Grant Writer Team

AUGUST 1, 2024

Managing finances can be daunting for many nonprofit professionals, particularly those new to oversight roles within nonprofit organizations. They are responsible for overseeing financial management and ensuring fiscal responsibility. Risk Management : Identifies and addresses potential financial risks and liabilities.

Finance 70

Finance Budget Nonprofit Liability 70

Blackbaud

NOVEMBER 16, 2023

Net worth takes into account any liabilities the donor has as well as their non-liquid assets (e.g., When you manage donor data properly and gain valuable insights about your donors, you’ll learn about their preferences, how they like to communicate, and their favorite ways to engage with philanthropic organizations.

Nonprofit 111

Nonprofit Liability Donation Fundraising 111

Community Boost

FEBRUARY 26, 2025

Quality, Safety, and Internal Research , including evaluating how our Services perform; repairing or improving the quality of our Services; tracking and responding to quality and security issues; and developing new or enhanced products and service offerings. Ad Tech Companies and other Providers.

Policy 52

Policy Policies Electronics Applicant 52

Blackbaud

AUGUST 1, 2024

Know how to manage asset-based gifts. All of them applauded the plan of action but explained that none of their responsibilities focused on charitable planning to reduce or eliminate tax liability. In this post, we’ll explore these three foundational tips for non-cash donations: Expect asset-based gifts to come your way.

Donation 97

Donation Liability Demographics Policy 97

The NonProfit Times

AUGUST 21, 2024

According to data compiled by Fierce Healthcare, the American Hospital Association, the American Medical Association, AARP, and the Pharmaceutical Care Management Association spent a combined nearly $21 million during the second quarter of 2024. In fact, 14 of the 30 on the list spent more than $1 million during the quarter.

Lobbying 52

Lobbying Insurance Insurance Liability 52

Big Fundraising Ideas

SEPTEMBER 24, 2024

Navigating Liability: Top Digital Waiver Tips for Schools Fundraising is necessary for the vast majority of schools-but that doesn’t mean that it can’t be fun and exciting. Choosing digital waivers makes managing this process streamlined and much simpler, so event attendees still have a great experience.

Fundraising 52

Fundraising Liability Software Template 52

Blackbaud

DECEMBER 7, 2023

Net worth takes into account any liabilities the donor has as well as their non-liquid assets (e.g., When you manage do nor data properly and gain valuable insights about your donors, you’ll learn about their preferences, how they like to communicate, and their favorite ways to engage with philanthropic organizations.

Liability 103

Liability Donation Fundraising Readiness 103

Candid

OCTOBER 26, 2022

By using a platform that converts from crypto assets into dollars, your organization doesn’t need to directly hold or manage any cryptocurrency and can receive donations sent to your bank account as US dollars.?. Please consult a tax professional when determining how a gift of cryptocurrency could affect your tax liability.

Donation 98

Donation Fundraising Liability Grants 98

Candid

JULY 18, 2023

For example, some prefer personal giving or directing their philanthropy through limited liability companies (LLCs). Impacts on funding transparency and accessibility When it comes to the transparency of pledgers’ philanthropy, it’s important to consider the ways pledgers formalize their giving outside of foundations.

Liability 98

Liability Funding Finance Education 98

Planned Giving

JULY 29, 2024

Gaining a clear understanding of probate can render the process more straightforward and manageable than it initially appears. Assets Placed in a Living Trust: Managed and distributed by the trustee without probate. Understanding these costs beforehand can help in planning and managing the estate’s funds effectively.

Pass-Through 52

Pass-Through Insurance Insurance Liability 52

Tech Soup

MARCH 12, 2012

congestion, legal liability, and confidentiality breaches. When it comes to operating a nonprofit, it becomes imperative to manage your resources as wisely as possible. Without a simple disclaimer, your organization is left open to liability for the information getting into unintended hands. and even provide legal protection.

Liability 36

Liability Nonprofit Policy Policies 36

Greater Giving

FEBRUARY 10, 2021

One such catering company based in Portland, OR is the VT Group who provides casual to high-end, full-service catering, event production, and facility management. VT Group also manages several of the city’s most beautiful and diverse spaces including four event venues and two cafe locations in the Portland Metro area.

Fundraising 82

Fundraising Liability Contracts Contract 82

Tech Soup

DECEMBER 13, 2011

IT systems are expected to open their systems up for this, but in doing so, they tend to lose control of important organizational data, need to support additional applications that serve personal devices, and face legal liabilities in case a personal device is lost or stolen.

IT 62

IT Policy Policies Liability 62

Just Write Grants

SEPTEMBER 6, 2023

Balance Sheet : Provides a quick overview of the nonprofit's financial position at a specific point in time, detailing its assets (what it owns), liabilities (what it owes), and equity (the net assets or funds available to the organization). Liabilities) These are amounts the nonprofit must pay, either now or in the future.

Finance 52

Finance Liability Organizational Budget Budget 52

Get Fully Funded

MARCH 20, 2023

When you’re just getting started, it’s critical that one of your first steps is to create your nonprofit’s first budget to help you manage both your organization and your finances as it grows. Use accounting software to help you manage your finances.

Budget 98

Budget Finance Software Liability 98

Qgiv

MARCH 22, 2023

Create your pledge drive plan Manage behind-the-scenes tasks Recruit volunteers, participants, and sponsors Offer incentives Advertise your pledge drive Host a pledge drive Send your thanks Steps to Host a Pledge Drive 1. These pledges would be paid after the walkathon event by a specified date based on the participant’s results.

Goals 95

Goals CRM Donation Fundraising 95

Planned Giving

NOVEMBER 14, 2023

Some fear there may be liability issues. But that doesn’t mean everyone is on board with the concept. There’s a lot of debate in the industry over whether we should give donors the opportunity to draft a will using a DIY (do-it-yourself) approach. Others worry it works against the interests of financial advisors and ruins relationships.

Nonprofit 98

Nonprofit Liability Publishing Education 98

Get Fully Funded

JUNE 29, 2021

Are you managing risk? So work with an insurer or an insurance broker to understand the coverage you need to best protect your organization and its liability. You’d probably also be, in the early days, the manager, the lead cashier, and the head donut maker. no matter how good your intentions are.

Policies Procedures 116

Policies Procedures Insurance Insurance Policy 116

Planned Giving

SEPTEMBER 9, 2024

A trustor is the individual who establishes the trust, while a trustee is appointed to manage it. Sometimes, their duties can overlap, particularly if the trustor decides to handle their own trust management. While the trustor creates the trust, the trustee manages it. What is a Trustee?

Liability 52

Liability Management Funding Retainer 52

Candid

MARCH 19, 2024

Hear directly from Wynne Chan, product manager of the Seals of Transparency program: To maintain or upgrade to 2024 Gold and Platinum Seals, you’ll need to share updated financials (for Gold) and enter at least one metric for 2023 (for Platinum). Learn more about how to add and remove profile managers to your nonprofit’s profile.

Metrics 52

Metrics Liability Publishing Management 52

Get Fully Funded

MARCH 16, 2023

For example, you might need to secure a venue, set up an event registration system , spread the word about the event on social media, organize catering, and manage event volunteers. To protect your organization from legal liabilities, you can incorporate online waivers into this process.

Fundraising 52

Fundraising Liability Electronics Media 52

Planned Giving

AUGUST 14, 2024

In the realm of estate planning and trust management, the terms “trustor” and “trustee” are often used. Both the trustor and trustee play critical parts in the creation and management of a trust, but their responsibilities and functions are distinct. Who is a Trustee?

Management 52

Management Liability Funding IT 52

Red Tape Busters

NOVEMBER 1, 2023

For instance, when tender writers fail to thoroughly review insurance requirements, penalty clauses, or dispute resolution processes, it can leave their organisation vulnerable to unexpected liabilities. Overlooking unfavourable terms may result in the organisation assuming unintended liabilities or losing valuable rights.

Contracts 52

Contracts Contract Liability Proposal 52

Tech Soup

AUGUST 16, 2013

owner or manager (you) of a network, website or large IT system that. Legal liability, copyright infringement and harassment claims. Security details such as managing passwords, software licenses and intellectual privacy. owner or manager (you) of a network, website or large IT system that. What It Is. Lost productivity.

Policy 56

Policy Policies Liability Software 56

Tech Soup

OCTOBER 4, 2012

Policy Patrol Mail Security Bundle (admin fee: $60) prevents email-related issues like legal liability, damage to your reputation, and confidentiality breaches. It also includes email management and filtering, email disclaimer and signature tools, and email archiving.

Liability 54

Liability Software Policy Policies 54

Bonterra

APRIL 13, 2024

Benefit from connected employee giving and grantmaking programs Deliver a unified corporate philanthropy experience for your administrators, employees, and nonprofits when you manage employee engagement and grantmaking efforts in a single platform. What is corporate giving software?

Software 52

Software Liability Grant Management Grant 52

Planned Giving

FEBRUARY 12, 2025

However, for those with estates exceeding this amount, advanced planning is essential to minimize tax liabilities and ensure a smooth transfer of wealth. It outlines how your assets will be distributed, names guardians for minor children, and appoints an executor to manage your estate. With the federal estate tax exemption set at $11.7

Liability 52

Liability Pass-Through Insurance Insurance 52

Get Fully Funded

FEBRUARY 20, 2023

The Executive Director is responsible for managing staff and volunteers and running day-to-day operations. Later, the Board may need to recruit and hire an Executive Director and decide on a pay scale. Either way, the Board has one employee to oversee: the Executive Director.

Strategic Plan 116

Strategic Plan Nonprofit Ethics Government 116

Planned Giving

FEBRUARY 13, 2025

Estate planning involves determining who will inherit your assets and who will manage your estate upon your death. Executor : You can designate someone you trust to manage your estate. Control : You can manage and alter the trust during your lifetime. Assistance : Provides help with managing financial tasks.

Insurance 52

Insurance Insurance Policy Policies 52

GiveSmart

MARCH 21, 2024

If you already use nonprofit management programs with these capabilities , you may be able to avoid adding the costs to your event budget since they’re included in your monthly software solution. Retain any documents, such as permits and vendor licenses, in your management software. Still, buying software will affect your budget.

Budget 52

Budget Fundraising Insurance Insurance 52